Client-focused Banking Advisor Position
N
National Bank of Canada
📍 alma, qc, Canada
Job Description
Elevate your career as a Client-focused Banking Advisor at National Bank of Canada in Alma, Quebec. This engaging full-time role invites you to use analytical strategies to enhance the client experience.
As a mid-senior level Banking Advisor, your focus will be on delivering customized financial advice to both personal and small business clients. You will navigate complex client requests, ensuring their needs are met satisfactorily while supporting mortgage dealings and compliance rules. By pursuing your mutual fund representative license, you will expand your capabilities and responsibilities.
Key Responsibilities:
• Identify and solve clients’ diverse financial needs
• Offer personalized advice on investments and services
• Guide clients through mortgage renewal and negotiation
• Foster strong client relationships and satisfaction
• Connect clients with specialized colleagues for additional support
Requirements:
• College diploma (DEC) or equivalent is nece...
As a mid-senior level Banking Advisor, your focus will be on delivering customized financial advice to both personal and small business clients. You will navigate complex client requests, ensuring their needs are met satisfactorily while supporting mortgage dealings and compliance rules. By pursuing your mutual fund representative license, you will expand your capabilities and responsibilities.
Key Responsibilities:
• Identify and solve clients’ diverse financial needs
• Offer personalized advice on investments and services
• Guide clients through mortgage renewal and negotiation
• Foster strong client relationships and satisfaction
• Connect clients with specialized colleagues for additional support
Requirements:
• College diploma (DEC) or equivalent is nece...